Deltek

Deltek WorkBook

7.5 /10

What is Deltek WorkBook?

WorkBook is a smart and intuitive, total agency management solution that streamlines your agency’s project and financial management processes to provide you with the insight you need to become more efficient, productive and profitable. It gives you clarity to focus on what’s important and the foresight to plan for the future.

Company Details

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Deltek WorkBook Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Deltek WorkBook.

79 Likeliness to Recommend

94 Plan to Renew

83 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

+86 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Deltek WorkBook?

6% Negative

0% Neutral

94% Positive

Pros

Helps Innovate
Continually Improving Product
Fair
Appreciates Incumbent Status

Feature Ratings

Average 88

Cash Flow Management

Expense Management

Budgeting Forecasting

Accounts Payable Purchase Orders

Reconciliation

Accounts Receivable Invoicing

Dashboards, Analytics and Reporting

Project Accounting

Cost Revenue Tracking

General Ledger Chart of Accounts

Integration APIs

Vendor Capability Ratings

Average 82

Ease of IT Administration

Ease of Customization

Quality of Features

Business Value Created

Availability and Quality of Training

Ease of Data Integration

Vendor Support

Ease of Implementation

Breadth of Features

Usability and Intuitiveness

Product Strategy and Rate of Improvement

Deltek WorkBook Reviews

Ally W.

Role: Operations
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Apr 2022

Great tool for a Technical team!

Likeliness to Recommend

7 /10

What differentiates Deltek WorkBook from other similar products?

Multitude of features.

What is your favorite aspect of this product?

Project planning

What do you dislike most about this product?

Poor training provided.

What recommendations would you give to someone considering this product?

Create guides and tutorials for your team to use as there are a lot of processes to learn.

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Enables Productivity

Simon M.

Role: Information Technology
Industry: Media
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Apr 2022

Great all in one cloud ERP solution for SMEs

Likeliness to Recommend

9 /10

What differentiates Deltek WorkBook from other similar products?

Workbook is a complete ERP solution with great people cost management tools.

What is your favorite aspect of this product?

The time management facility

What do you dislike most about this product?

The small number of customisation features.

What recommendations would you give to someone considering this product?

Look at the people functionality it is really good at measuring job profitability

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Fair

Cons

Less Respectful
Less Generous
Under Delivered

Cindy P.

Role: Sales Marketing
Industry: Consulting
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Apr 2022

Not great for task management

Likeliness to Recommend

1 /10

What differentiates Deltek WorkBook from other similar products?

The retainer tracking, but the time tracking and task features are difficult to use.

What is your favorite aspect of this product?

We can track budget against retainer cost.

What do you dislike most about this product?

It spins consistently and the task management system is not easy to understand. I've used 4 different project management platforms and this one is by far the least user friendly.

What recommendations would you give to someone considering this product?

If you're looking for a way to track budget against retainers, it will do that. Do not recommend for task management. I've started using Trello instead.

Pros

Efficient Service
Effective Service
Caring
Respectful

Cons

Less Performance Enhancing
Less Productive
Commodity Features

Deltek WorkBook

What is Deltek WorkBook?

Company Details

Need Assistance?

Deltek WorkBook Ratings

79 Likeliness to Recommend

94 Plan to Renew

83 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+86 Net Emotional Footprint

How much do users love Deltek WorkBook?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Cash Flow Management Includes income and expense tracking, as well as cash flow monitoring.

Expense Management Includes all aspects of expense forms design, completion, submission, limits and compliance, and reporting.

Budgeting Forecasting Functionality allowing users to create and maintain budgets and develop forecasts, “what-if” scenarios, etc

Accounts Payable Purchase Orders Record of debts owing for an organization. Sometimes includes a purchase order capability

Reconciliation Functionality that ensures that two sets of records (usually the balances of two accounts) are in agreement.

Accounts Receivable Invoicing Record of claims for payment for goods or services provided. Usually includes a customer invoicing capability

Dashboards, Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting, forecasting & easy data extraction for data analysis.

Project Accounting Ability to track, report and analyse financial results and implications at an individual project level

Cost Revenue Tracking The process of recording, classifying, analyzing, summarizing, and allocating costs associated with a process

General Ledger Chart of Accounts The general ledger contains the organization’s accounts for recording assets, liabilities, revenue, and expenses.

Integration APIs Ability of the software to interface with legacy and other third party applications.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Deltek WorkBook Reviews

Ally W.

Great tool for a Technical team!

Likeliness to Recommend

Pros

Simon M.

Great all in one cloud ERP solution for SMEs

Likeliness to Recommend

Pros

Cons

Cindy P.

Not great for task management

Likeliness to Recommend

Pros

Cons

Feature Ratings

Cash Flow Management

Expense Management

Budgeting Forecasting

Accounts Payable Purchase Orders

Reconciliation

Accounts Receivable Invoicing

Dashboards, Analytics and Reporting

Project Accounting

Cost Revenue Tracking

General Ledger Chart of Accounts

Integration APIs

Vendor Capability Ratings

Ease of IT Administration

Ease of Customization

Quality of Features

Business Value Created

Availability and Quality of Training

Ease of Data Integration

Vendor Support

Ease of Implementation

Breadth of Features

Usability and Intuitiveness

Product Strategy and Rate of Improvement